Galaxy S 4 sell through reaches an impressive 6.9 million units in May
Good news but a little too soon…we must wait until Q4
Galaxy S 4 took 47% of the $400 premium market in May
Our current sell out number for the Galaxy S 4 is 6.9 million units for May. Samsung took 47% of the $400+ premium market.
Compared to the Galaxy S III the trajectory is quite different, ramp up was phenomenally fast. Samsung took an approach like Apple or Nokia planning component supply and production well ahead of market demand. But We don’t think volumes will be able to grow significantly beyond 7 million units per month until late Q3 when the price points reach the sweet spot and seasonality is favourable.
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